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Onyx Bridge Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Onyx Bridge Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,561
Closed -$219K – 207
2022
Q3 		$219K Sell
15,561
-4,077
-21% -$64K 0.1% 137
2022
Q2 		$306K Buy
+19,638
New +$318K 0.14% 100

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Onyx Bridge Wealth Group's SCHX Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 15,561 shares — an estimated $219K sold.

Onyx Bridge Wealth Group first reported a position in SCHX in Q2 2022 and held it in 2 quarters. The position peaked at $306K in Q2 2022. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 15,561 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $219K.
  • Onyx Bridge Wealth Group first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Schwab US Large- Cap ETF position peaked at $306K in Q2 2022.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.